WWMSC
BNDW icon

Wagner Wealth Management (South Carolina)’s Vanguard Total World Bond ETF BNDW Stock Holding History

Wagner Wealth Management (South Carolina)’s Portfolio BNDW Stock Details BNDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-76
Closed -$6K – 684
2021
Q1 		$6K Buy
+76
New +$6.13K ﹤0.01% 516

Other funds holding BNDW

COCM
Charter Oak Capital Management Portsmouth, New Hampshire $1.29B AUM 13.93% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return
UWM
USAdvisors Wealth Management Eden Prairie, Minnesota $349M AUM 20.25% 1-Year Est. Return
MIM
Moseley Investment Management Bradenton, Florida $314M AUM 22.17% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WAS
Wealth Advisory Solutions Indiianapolis, Indiana $487M AUM 22.57% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s BNDW Position: Q2 2021 in Review

Wagner Wealth Management (South Carolina) sold out of Vanguard Total World Bond ETF (BNDW) in Q2 2021, closing a stake of 76 shares — an estimated $6K sold.

Wagner Wealth Management (South Carolina) first reported a position in BNDW in Q1 2021 and held it in 1 quarter. The position peaked at $6K in Q1 2021. 67 funds tracked by Wall St. Rank hold BNDW as of Q2 2021.

  • Wagner Wealth Management (South Carolina) reported no remaining Vanguard Total World Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 76 Vanguard Total World Bond ETF shares in Q2 2021, an estimated $6K.
  • Wagner Wealth Management (South Carolina) first reported a position in Vanguard Total World Bond ETF in Q1 2021 and held it in 1 quarter.
  • Wagner Wealth Management (South Carolina)'s Vanguard Total World Bond ETF position peaked at $6K in Q1 2021.
  • 67 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q2 2021.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2021, filed 13 Aug 2021.